Reports & Views
<p>The sections below will give information on how to print various reports and views. Views allow you to display the information of your choice, in a format that allows for customization (such as sorting, filtering, etc.). Some Views have been predefined as a starting point or default. Others can be loaded from the Support Center. If you can't find the report or view you're looking for, let us know. We'll either show you which view to import or create it for you if it's new!</p> <p><strong>For more information about the reports we recommend using for tax purposes, please see the <a href="https://mainstsoftware.zendesk.com/hc/en-us/sections/115000948854-Wrapping-Up-Year-End-for-Tax-Purposes">Wrapping Up Year-End for Tax Purposes</a> section.</strong></p>
Year-End Tax Reporting
- Close Year-End & Run Tax Reports
- Print Inventory & Make Adjustments
- Year-end: Inventory (Cost of Goods)
- Estimated Inventory Value Report
- Handle Demos, Donations, or Expired/Product Loss
- Handling Personal Use
Customer & Address Contacts
- Add, Move, or Hide Columns on Contact Lists
- Print Reports, Labels, or Send Email to Contacts with Upcoming Birthdays
- Import a View for Reports, Labels, & More
- Create, Import, or Filter a View to use with the List Builder
- Print a Statement of Account or Account Balance Transactions
- Print a Profile, Product Purchase History & More
Contact List Quick Filters
- Filter Contacts by Inactive Status
- Filter Contacts by Preferred Program
- Filter Contacts by Uses Basic Skin Care
- Filter Contacts by Favored status
- Filter Contacts by Potential Consultant
- Filter Contacts by City